Addepar is a wealth management platform that provides investment professionals with the tools required to manage complex global portfolios.

We’ve built an extraordinary team of engineers, product-innovators, and industry experts fully devoted to creating the operating system for our financial world.
And we’ve brought together hundreds of clients, representing over a half-trillion dollars in assets, who believe in our vision of a platform on which all financial information is private and secure, while also being easily, and quickly accessible by the right people.
This all seems like common sense. Innovation. Transparency. Access to your data. Allowing for greater financial health for all. But it’s far from how things work today.
We’re changing that.

TypePrivate
HQMountain View, US
Founded2009
Size (employees)343 (est)
Websiteaddepar.com
Addepar was founded in 2009 and is headquartered in Mountain View, US
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Key People/Management at Addepar

Eric Poirier

Eric Poirier

CEO
Daniel Bookstaber

Daniel Bookstaber

COO
Joe Lonsdale

Joe Lonsdale

Co-Founder, Chairman
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Addepar Office Locations

Addepar has offices in New York, Chicago, Mountain View and Salt Lake City
Mountain View, US (HQ)
303 Bryant St
Chicago, US
220 N Green St
New York, US
335 Madison Ave Suite 1430
Salt Lake City, US
125 460 W 50 N
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Addepar Financials and Metrics

Summary Metrics

Addepar's latest funding round in June 2017 was reported to be $140 m. In total, Addepar has raised $205.8 m
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Addepar Operating Metrics

Addepar's Customers was reported to be 300 in Apr, 2018.
Dec, 2015Jun, 2017Apr, 2018

Assets Under Management Tracked

300 b650 b

Customers

100 200 300
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Human Capital Metrics

Source: github.com
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Addepar Online and Social Media Presence

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Addepar News and Updates

Addepar scores $140 mln Series D

Mountain View, California-based Addepar, an investment management platform for investors and advisers, has raised $140 million in Series D funding. Valor Equity Partners, Harry McPike and 8VC led the round. In addition to the funding, Antonio Gracias, founder, managing partner, and chief investment …

Fintech startup Addepar raises $140M to grow its ‘financial operating system’

Fintech startup Addepar Inc., a company that offers a “financial operating system” for investors, has raised $140 million in a late-stage funding round. Founded in 2009, Addepar offers a technology platform whose data-driven service claims to bring “common sense” to the market. According to the comp…
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Addepar Company Life and Culture

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